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Schwab US Dividend Equity ETF

1,869 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 726 increasing their positions, 745 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 745

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1851
Advocate Investing Services
Maryland
$2.28K
FNWA
1852
Financial Network Wealth Advisors
Utah
$2.14K
MWPCG
1853
Measured Wealth Private Client Group
New Hampshire
$2.08K
NA
1854
Networth Advisors
Pennsylvania
$1.89K
RFA
1855
Reyes Financial Architecture
California
$1.82K
TFA
1856
Transamerica Financial Advisors
Florida
$1.5K
TRCT
1857
Tower Research Capital (TRC)
New York
$1.43K
VEA
1858
Virtus ETF Advisers
New York
$1.37K
PWMG
1859
Private Wealth Management Group
New Jersey
$1.21K
IWM
1860
Inlight Wealth Management
Georgia
$1.21K
UIA
1861
Ulland Investment Advisors
Minnesota
$1K
HB
1862
Horizon Bancorp
Indiana
$1K
CPBTD
1863
Central Pacific Bank - Trust Division
Hawaii
$823
NMG
1864
New Millennium Group
Utah
$754
NRC
1865
New Republic Capital
North Carolina
$741
YAL
1866
Your Advocates Ltd
Texas
$549
EWA
1867
EQ Wealth Advisors
Texas
$531
WAG
1868
Wilkerson Advisory Group
Missouri
$189
IRAG
1869
Investment Research & Advisory Group
Georgia
$140
GWP
1870
Gen-Wealth Partners
Michigan
$82
EAM
1871
Eukles Asset Management
Ohio
$55
RWP
1872
Reliant Wealth Planning
Kentucky
PAS
1873
Park Avenue Securities
New York
Marshall Wace
1874
Marshall Wace
United Kingdom
Jane Street
1875
Jane Street
New York